Cary Street Partners Investment Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207 | Hold |
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|
2025
Q1 | $192 | Hold |
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|
2024
Q4 | $210 | Sell |
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|
2024
Q3 | $511K | Hold |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $960K | Buy |
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $629K | Hold |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $535K | Buy |
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